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Senior Wealth Advisor: Holistic Planning & Client Impact

Charles Schwab

Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor in Campbell, California. This role involves managing client relationships, delivering tailored investment guidance, and collaborating with a seasoned advisory team to support clients in complex financial decisions. The ideal candidate possesses strong client management skills, financial planning experience, and relevant certifications, with a focus on in-office collaboration. #J-18808-Ljbffr Charles Schwab Corporation

Vacancy posted 2 days ago
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